Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $710,546 | $202,345+251.2% | $172,755+311.3% | $152,885+364.8% |
| Participation rate | 14.3% | 87.1%-72.8pp | 82.6%-68.4pp | 82.5%-68.2pp |
| Annual return | 18.48% | 1029.77%-1011.3pp | 802.94%-784.5pp | 345.39%-326.9pp |
| Employer contribution / active EE | $2,666 | $5,858-54.5% | $5,144-48.2% | $4,763-44.0% |
| Participant deferral / active EE | $3,571 | $5,948-40.0% | $5,198-31.3% | $5,851-39.0% |
| Admin fee / account holder | $1,085 | $17,111-93.7% | $13,955-92.2% | $11,598-90.6% |